Custom Benchmark Overview

Creating a Custom Benchmark Video

Morningstar Office allows you to create custom benchmarks which may include a combination of indexes, securities, category averages, mutual fund objectives, and user-defined cash. Use custom benchmarks to more closely represent a target benchmark agreed upon by you and your client.

Once you create a custom benchmark, you can assign to any account for any client or set it as the default for your practice.

 

Action Shortcuts

+ New (Custom Benchmark)

Launches the custom benchmark creation process. Combine indexes, mutual funds, money market funds, stocks, variable annuity subaccounts, variable life subaccounts, exchange-traded funds, closed-end funds, various categories, mutual fund objectives, and cash to create personalized benchmarks for every client account.

Set Default Benchmark

Opens Select user benchmark box. Assign the default benchmark for your practice.

 

Action Menu

Convert Benchmark to

Select the benchmark you want to convert. Then from the Action menu, click Convert Benchmark to, and select Simple Blended Benchmark or Staged Blended Benchmark.

Delete

Select the benchmarks you want to delete, then from the Action menu, click Delete. You can delete more than one benchmark at a time.

Copy

Select the benchmark you want to copy (only one at a time).

Share

Share your custom benchmarks within or outside your firm.

 

See Also

Create a custom benchmark

Apply a custom benchmark to an account

Edit a custom benchmark

Delete a custom benchmark

Rename a custom benchmark

Set my custom benchmark as the default for my practice